The earnings call highlighted significant challenges, particularly in the North American market and financial performance. However, there were strategic advancements and operational improvements that provided some positive aspects. The sentiment is mixed with an emphasis on strategic actions and long-term planning amidst current market headwinds.

Company Guidance -

Q3 2025

During the CNH 2025 Second Quarter Results Conference Call, CEO Gerrit Marx and CFO Jim Nickolas provided guidance on the company's performance and strategic direction. CNH reported consolidated revenues of $4.7 billion, marking a 14% decline year-over-year, with the Agricultural segment experiencing a 17% decrease in sales. The adjusted EBIT margin for agriculture was noted at 8.1%, an improvement from the previous quarter. Despite the challenging market conditions, CNH focused on reducing its dealer inventories, achieving a $200 million reduction in ag inventory during the quarter. Production hours were down 12% year-over-year, reflecting CNH's strategy to align production with retail demand. The company also highlighted its strategic collaboration with Starlink to enhance connectivity for farmers, and reaffirmed its commitment to operational excellence and strategic sourcing to mitigate the impacts of tariffs, which are projected to have a significant effect on the second half of 2025. CNH's full-year pricing is expected to remain positive, and the company is on track to meet its inventory and production alignment targets by year-end.

Inventory Reduction Success

Achieved a $200 million reduction in agricultural dealer inventory during the quarter, aligning with the goal to achieve target levels by year-end.

Strong Free Cash Flow

Q2 free cash flow from Industrial Activities was $451 million, significantly better compared to Q2 of 2024.

Positive Reception of New Strategic Plan

The new strategic business plan presented at the Investor Day 2025 received positive feedback, with a focus on operational excellence and technology integration.

Starlink Collaboration

Announced an agreement to offer Starlink's satellite-based connectivity, providing enhanced connectivity options for farmers in remote areas.

Cost Management and Quality Improvement

Ongoing efforts to improve the cost base and quality, with lower R&D and SG&A expenses year-over-year.

CNH Industrial (CNH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CNH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.15 / -	0.24	―	―	―
Aug 01, 2025	2025 (Q2)	0.14 / 0.17	0.38	-55.26% (-0.21)
May 01, 2025	2025 (Q1)	0.09 / 0.10	0.33	-69.70% (-0.23)
Feb 04, 2025	2024 (Q4)	0.18 / 0.15	0.42	-64.29% (-0.27)
Nov 07, 2024	2024 (Q3)	0.28 / 0.24	0.42	-42.86% (-0.18)
Jul 31, 2024	2024 (Q2)	0.37 / 0.38	0.52	-26.92% (-0.14)
May 02, 2024	2024 (Q1)	0.27 / 0.33	0.35	-5.71% (-0.02)
Feb 14, 2024	2023 (Q4)	0.42 / 0.42	0.36	16.67% (+0.06)
Nov 07, 2023	2023 (Q3)	0.43 / 0.42	0.41	2.44% (+0.01)
Jul 28, 2023	2023 (Q2)	0.48 / 0.52	0.43	20.93% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CNH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$12.96	$12.47	-3.78%
May 01, 2025	$11.36	$12.18	+7.22%
Feb 04, 2025	$12.33	$12.50	+1.38%
Nov 07, 2024	$11.42	$10.46	-8.41%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does CNH Industrial (CNH) report earnings?

CNH Industrial (CNH) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is CNH Industrial (CNH) earnings time?

CNH Industrial (CNH) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CNH EPS forecast?

CNH EPS forecast for the fiscal quarter 2025 (Q3) is 0.15.

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